Ruedi Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ruedi Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Sell	8,641 -10	-0.1%	-$500	0.1%	45
2026 Q1	$390K	Buy	8,651 +1	+0%	+$47	0.1%	48
2025 Q4	$405K	Sell	8,650 -558	-6%	-$25.9K	0.11%	46
2025 Q3	$421K	Sell	9,208 -256	-3%	-$11.3K	0.12%	45
2025 Q2	$401K	Buy	9,464 +2	+0%	+$78	0.12%	47
2025 Q1	$364K	Sell	9,462 -268	-3%	-$10.9K	0.11%	42
2024 Q4	$394K	Buy	9,730 +3	+0%	+$123	0.12%	39
2024 Q3	$386K	Buy	9,727 +2	+0%	+$76	0.13%	41
2024 Q2	$365K	Sell	9,725 -46	-0.5%	-$1.67K	0.14%	41
2024 Q1	$357K	Sell	9,771 -53	-0.5%	-$1.83K	0.15%	42
2023 Q4	$327K	Sell	9,824 -61	-0.6%	-$1.89K	0.15%	37
2023 Q3	$296K	Sell	9,885 -196	-2%	-$6.1K	0.17%	35
2023 Q2	$312K	Sell	10,081 -278	-3%	-$8.15K	0.18%	34
2023 Q1	$298K	Sell	10,359 -52	-0.5%	-$1.47K	0.19%	32
2022 Q4	$281K	Buy	+10,411	New	+$283K	0.2%	35

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Ruedi Wealth Management's DFAU Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.12% in Q2 2026, selling an estimated $500 and leaving 8,641 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #45.

Ruedi Wealth Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Ruedi Wealth Management held 8,641 shares of Dimensional US Core Equity Market ETF worth $447K as of Q2 2026.
Ruedi Wealth Management sold 10 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $500.
Dimensional US Core Equity Market ETF made up 0.1% of Ruedi Wealth Management's portfolio in Q2 2026, its #45 holding.
Ruedi Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.